Position in CI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$240,944
-$17,803 QoQ
Shares Held
874
-9.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,271
of 1,682 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026LYELL WEALTH MANAGEMENT, LP holds $604,260 across 2 Healthcare Plans names. CI ranks #2 (39.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
3,512 | $363,316 | |
| 2 | CI |
Cigna Group
This page
|
874 | $240,944 |
All Filings in CI
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,944 | 874 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $258,747 | 970 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $266,973 | 970 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $267,496 | 928 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $332,563 | 1,006 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $366,506 | 1,114 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $833,390 | 3,018 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $3,928,629 | 11,340 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $3,312,972 | 10,022 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,619,914 | 9,967 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,860,645 | 9,553 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $2,777,453 | 9,709 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $2,619,401 | 9,335 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,155,140 | 8,434 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,810,094 | 8,481 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $603,497 | 2,175 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $574,737 | 2,181 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $519,714 | 2,169 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $234,222 | 1,020 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $204,163 | 1,020 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $243,945 | 1,029 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $223,367 | 924 | Shares | Sole | 2021-05-07 | |
| No filing history on record for this holder in this stock. | ||||||